BMD

Better Money Decisions Portfolio holdings

AUM $165M
1-Year Est. Return 9.58%
This Quarter Est. Return
1 Year Est. Return
+9.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$119M
AUM Growth
-$2.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
642
New
Increased
Reduced
Closed

Top Buys

1
+$2.89M
2
+$2.12M
3
+$1.87M
4
SPTS icon
SPDR Portfolio Short Term Treasury ETF
SPTS
+$1.46M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.31M

Top Sells

1
+$763K
2
+$727K
3
+$710K
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$508K
5
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$382K

Sector Composition

1 Technology 3.52%
2 Consumer Discretionary 0.99%
3 Consumer Staples 0.74%
4 Communication Services 0.55%
5 Financials 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
– –
-1,416
577
– –
-56
578
– –
-1,450
579
– –
-200
580
– –
-297
581
– –
-186
582
– –
-44
583
– –
-602
584
– –
-220
585
– –
-125
586
– –
-365
587
– –
-581
588
– –
-55
589
– –
-405
590
– –
-642
591
– –
-88
592
– –
-261
593
– –
-832
594
– –
-369
595
– –
-101
596
– –
-2,157
597
– –
-240
598
– –
-1,350
599
– –
-186
600
– –
-37
22 23
24
25 26